24H热门币种与要闻｜HYPE价格超越SOL，后者跌至2023年以来最低水平；美媒称如何向伊朗“赔钱”成美伊谈判症结之一（6月4日）
- Ý chính: Thị trường tiền điện tử đang cho thấy sự phân hóa, với các đồng coin chủ đạo giảm phổ biến, trong khi các token theo chủ đề AI như WLD tăng mạnh ngược dòng; Đồng thời, khối lượng giao dịch đầu tư mạo hiểm tiền điện tử giảm xuống mức thấp nhất trong 5 năm, thị trường đang trải qua sự điều chỉnh cấu trúc, nhưng các lĩnh vực mới nổi như Polymarket đã đạt khối lượng giao dịch kỷ lục mới.
- Các yếu tố chính:
- Trong số 10 đồng coin có khối lượng giao dịch hàng đầu trên các sàn CEX chính thống, BTC, ETH, SOL, XRP, BNB,... thường giảm 4%-8%, trong khi WLD tăng ngược dòng hơn 30%, trở thành tâm điểm thu hút dòng vốn.
- Số lượng giao dịch đầu tư mạo hiểm tiền điện tử hàng tháng khoảng 50 giao dịch, là mức thấp nhất kể từ trước năm 2021, nhưng tổng số vốn huy động không giảm mạnh tương ứng, cho thấy sự hợp nhất của thị trường hơn là sự thu hẹp toàn diện.
- Khối lượng giao dịch tiền điện tử hàng ngày của thị trường dự đoán Polymarket đạt 176 triệu USD, lập kỷ lục mới, cho thấy thị trường dự đoán đang trở thành một trong số ít các đường đua phân khúc đang hoạt động tích cực hiện nay.
- Giá token HYPE của Hyperliquid đã vượt qua SOL, lập đỉnh lịch sử mới, nhưng vốn hóa thị trường của SOL vẫn dẫn đầu, và giá SOL đã giảm xuống mức thấp nhất kể từ năm 2023.
- Bộ Tài chính Mỹ thúc đẩy Dự trữ Bitcoin Chiến lược và hy vọng thông qua đạo luật quản lý "Clarity Act" vào mùa hè này; Nga thì phản đối stablecoin USD, ưu tiên phát triển stablecoin Ruble.
1. CEX Hot Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: -6.96%
- ETH: -5.58%
- SOL: -8.13%
- XRP: -5.19%
- BNB: -7.49%
- NEAR: -0.99%
- ZEC: -4.39%
- WLD: +30.04%
- DOGE: -4.93%
- CHZ: -7.49%
24h Gainers (Data source: OKX):
- WLD: +29.08%
- ENA: +18.45%
- DEGEN: +10.54%
- AR: +10.03%
- JTO: +9.15%
- MEME: +8.26%
- SPACE: +7.16%
- ZRO: +6.47%
- HYPE: +4.64%
- PARTI: +4.55%
24h Crypto-Equity Gainers (Data source: msx.com):
- MSTZ: +18.9%
- CONI: +14.92%
- SBIT: +9.61%
- ETHD: +9.25%
- NVDQ: +7.09%
- YANG: +6.97%
- MRNA: +6.46%
- ORBS: +5.72%
- ZSL: +4.98%
- POET: +4.7%
2. On-Chain Hot Meme Top 5 (Data source: GMGN):
- CrazyBaby
- Vạn Sự Giai An
- Tia Lửa Thắp Đồng Cỏ
- RWA LS
- Sói Tung Hoành Thiên Hạ
Headlines
US Media: How to "Compensate" Iran Becomes a Sticking Point in US-Iran Negotiations
According to a US official familiar with the negotiations, one of the remaining key sticking points in the US-Iran talks revolves around economic compensation, as Trump is eager to reach an agreement perceived as superior to the one achieved during the Obama administration. The official stated that Iran has indicated to mediators that once a preliminary memorandum of understanding is agreed upon, they hope to receive some form of economic compensation as soon as possible, rather than postponing it to a future date. However, Trump administration officials worry that unfreezing funds at such an early stage could alleviate the economic pressure on Iran – potentially removing, or at least weakening, a key leverage point Washington holds over Tehran. This leverage is seen as crucial for the US entering the second phase of negotiations to discuss the specifics of Iran's nuclear program. Trump has clearly told his team that he wants any deal to appear much tougher than the 2015 agreement and to avoid any action that could be interpreted as "delivering large sums of cash" – a phrase Trump used to criticize Obama's decision to provide economic compensation to Iran.
After Hitting All-Time High, HYPE Price Surpasses SOL, Which Fell to Lowest Level Since 2023
Hyperliquid's HYPE token price surpassed Solana's SOL on Wednesday, as the latter fell to its lowest level since 2023. HYPE reached an all-time high of $75.634 and is currently trading at $75.08, above SOL's $71.82. Over the past month, HYPE has risen approximately 24%, making it one of the few gainers among the top 20 crypto assets, while Solana has dropped nearly 14% in the same period. By market capitalization, Solana still leads Hyperliquid with approximately $42 billion compared to Hyperliquid's ~$16 billion. CoinShares released a valuation report on Tuesday stating that HYPE is one of the few crypto assets where protocol activity almost directly translates into token demand, with a base-case target price of around $147 by 2031.
Industry News
Crypto Venture Capital Monthly Deal Count ~50, Lowest in Five Years
The monthly number of crypto venture capital deals in May was approximately 50, the lowest level since before 2021. Two historically most active categories – infrastructure and crypto financial services – are both near multi-year lows. Investor attention has structurally shifted towards AI, while the crypto space has failed to generate early-stage opportunities of the scale seen in the 2021 and 2024 cycles.
Despite the slowdown in deal count, total funding hasn't dropped drastically in tandem, indicating market consolidation rather than a full contraction. For developers, the current environment's competitive intensity is far lower than previous boom periods. Projects that can demonstrate clear utility and growth momentum face the least competition in recent years. Whether deal counts rebound in the second half of the year will depend on whether new tracks beyond prediction markets and financial infrastructure can inspire investor confidence.
Charles Schwab Launches 24/7 Crypto Futures Trading, Supporting Products like Bitcoin
According to Bitcoin Magazine, Charles Schwab has launched 24/7 crypto futures trading services. Currently supported designated crypto futures products include those related to Bitcoin, ETH, Solana, and XRP.
Bitmine Immersion Technologies announced plans to issue 3 million shares of 9.50% Series A Perpetual Preferred Stock, with a par value of $100 per share, aiming to raise a total of $300 million. The preferred stock has an initial liquidation preference of $100 per share and will accrue dividends at an annual rate of 9.5%, payable weekly in cash; dividends will continue to accrue even if the company does not declare a distribution or temporarily lacks distributable funds. Bitmine has the right to redeem early: at 110% of par value within the first 18 months after issuance, at 105% of par value between 18 months and 3 years, and at 100% of par value after 3 years. Redemption requires payment of any accumulated unpaid dividends.
Project News
Strategy Preferred Stock STRC Drops Below $95, "De-pegging" Over 5% from $100 Target
Strategy's preferred stock STRC has fallen below $95, currently trading at $94.65, a 24-hour decline of 2.13%, "de-pegging" over 5% from the $100 target price.
Polymarket Daily Crypto Trading Volume Reaches $176 Million, All-Time High
According to Artemis data, Polymarket's daily crypto trading volume reached $176 million, setting a new all-time high.
Kalshi Announces Official Launch of Bitcoin Perpetual Swap
Prediction market platform Kalshi announced the official launch of its Bitcoin perpetual swap. This is reportedly the first regulatory-approved Bitcoin perpetual swap product in the US. The product is a perpetual swap referenced to the spot price of Bitcoin and is classified as a futures contract. The US Commodity Futures Trading Commission previously stated that after review, it determined that the BTCPERP contract complies with the Commodity Exchange Act and relevant regulatory requirements, including core principles applicable to Designated Contract Markets (DCMs).
Fundraising
NewLimit, a longevity tech startup co-founded by Coinbase founder Brian Armstrong, announced the completion of a $435 million Series C funding round at a valuation of $3.1 billion. The round was led by Peter Thiel's fund, Founders Fund, with continued participation from Abstract Ventures, Kleiner Perkins, NFDG, Eli Lilly Ventures, Valor Equity Partners, and others. New investors including Thrive Capital, Greenoaks, and Quiet Capital also joined.
In 2021, Brian Armstrong, along with former GV partner and bioengineer Blake Byers and stem cell biologist Jacob Kimmel, co-founded NewLimit in South San Francisco with an initial capital of $110 million.
Strive: Plans to Increase SATA Issuance to Acquire 175,000 BTC
Jeff Walton (@PunterJeff) of Strive stated that Strive is raising capital at an average rate of $8.1 million per day. If this capital is used to pay dividends, it could support the issuance of $15.5 billion worth of SATA tokens. Jeff Walton indicated that this amount of capital is equivalent to buying approximately 175,000 BTC at current prices, which would increase its total BTC holdings to 10 times its current size.
Stablecoin payment infrastructure platform WasabiCard announced the completion of a Pre-Series A funding round, with Vision Plus Capital and 01VC participating, bringing total funding to nearly $10 million. The project primarily focuses on stablecoin payment infrastructure. The new funds will be used for global payment infrastructure expansion, stablecoin card and payout capability building, client acquisition, as well as compliance and product development, and will advance AI agent payments and programmable global payment workflows.
Regulatory Developments
US Treasury Secretary: Treasury Steadily Advancing Strategic Bitcoin Reserve, Pushing for "Clarity Act" Passage This Summer
US Treasury Secretary Scott Bessent stated during a Senate Banking Committee hearing that the Treasury Department is steadily progressing towards establishing a Strategic Bitcoin Reserve. Simultaneously, Scott Bessent urged lawmakers to support the digital asset regulatory bill, the "Clarity Act," and expressed hope it could pass this summer to bring US best practices home, making America the world's innovation capital.
Regarding the Strategic Bitcoin Reserve, Scott Bessent noted that while the process is complex, it is moving forward, ensuring best practices are adopted throughout the complex process to ensure its longevity.
Russian Deputy Finance Minister Ivan Chebeskov stated that the ministry does not want to allow the circulation of USD-denominated stablecoins in the Russian market.
Chebeskov pointed out that issuers of foreign stablecoins like USDT and USDC have the ability to freeze user wallet assets. The risk of asset freezes for holders increases significantly once these wallets interact with platforms licensed by the Central Bank of Russia. He revealed that USD stablecoins held by a Russian legal entity were previously frozen by the issuer, while no similar incidents have occurred with Bitcoin and Ethereum due to the lack of related technical means.
The Russian Finance Ministry believes it is necessary to establish a dedicated regulatory framework for stablecoins and prioritize supporting the development of stablecoins pegged to the Ruble and currencies of friendly nations, while empowering the Central Bank of Russia to adjust the list of related assets.
Voices
Bitwise CEO Hunter Horsley posted on X platform, stating that if SpaceX were to go public, its valuation might be comparable to the total market capitalization of the entire cryptocurrency market excluding stablecoins. This indicates that the crypto market is still in a relatively early stage and not very large in scale overall. Hunter Horsley also said the market's focus should not be on competition between specific assets or projects, but on whether they can create truly valuable products and services and drive the widespread application of blockchain technology in the real world. Bitwise supports all people and teams working towards this goal.
Arthur Hayes Continues Bullish on WLD: Expects Significant Rally Driven by AI Narrative
Arthur Hayes posted, stating that investors betting against WLD will face pressure, and believes WLD will see a significant rally driven by the AI narrative. He also advised not to exit the market mid-cycle.
OKX market data shows WLD currently trading at 0.52 USDT, a 24-hour gain of 33.44%.
